Top Tech Jobs & Startup Jobs in Los Angeles, CA

Develop and grow a book of high-net-worth clients by identifying needs, recommending suitable investment products, prospecting and networking, collaborating with specialists, documenting interactions in Salesforce, completing required training, and meeting performance and compliance requirements.

Provide client service support to Financial Advisors by addressing client needs, ensuring accurate client materials, promoting banking offerings, maintaining compliance, and supporting team activities to deepen client relationships and operational excellence.

Trainee financial advisor role that provides structured licensing (SIE, Series 7, Series 66) and coaching. Responsibilities include building client relationships, assessing needs, recommending Bank of America and Merrill solutions, collaborating with partners, delivering client presentations, and progressing through staged career development. SAFE Act registration and background checks required.

As a Financial Advisor in the Merrill Advisor Development Program, you will develop client relationships, review financial goals, and recommend investment strategies while collaborating with advisory teams to grow your business.

Provide personalized investment and banking advice, triage client leads, build financial plans and recommend brokerage products. Refer clients to internal partners by asset thresholds, coach referral partners, mitigate risk in daily activities, pursue required licenses/trainings (including SAFE Act), and identify new client opportunities.

Provide comprehensive financial advice and customized investment solutions. Triage leads, refer clients to internal partners, build financial plans, recommend brokerage products, mitigate risk, and identify new clients. Complete required licenses and trainings (SAFE Act, FINRA series) and coach referral partners.

Provide comprehensive financial advice and customized investment and banking solutions. Triage leads, refer clients to internal partners, build financial plans, recommend brokerage products, meet sales goals, and complete required licenses and SAFE Act registration.

Provide comprehensive financial advice and customized solutions to clients: triage leads, build financial plans, recommend brokerage and banking products, make referrals to internal partners, meet sales goals, and complete required licensing and SAFE Act registration while managing risk and client relationships.

Provide financial advice and customized investment solutions to clients: triage leads, build financial plans, recommend brokerage and banking products, refer to internal partners, manage risk, and meet sales and relationship goals while maintaining required licenses and regulatory registrations.

Provide comprehensive financial advice and customized investment solutions to clients. Triage leads, build financial plans, recommend brokerage and banking products, make referrals to internal partners, manage risk and compliance (SAFE Act), and identify new client opportunities while meeting sales goals.